Arta Finance Wealth Management LLC
Holdings as of 2026-06-30, filed 2026-08-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 44 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
105
Value reported by manager
$233.7M
Sum of our stored positions
$233.7M
should match the line above
Disclosure lag
44 d
quarter end to filing
Top 5 concentration
31.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
105 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | $18.7M | 50,481 | — | 922908769 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $15.7M | 171,979 | — | 78468R663 |
| WISDOMTREE TR | FLOATNG RAT TREA | $14.7M | 292,338 | — | 97717Y527 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $12.7M | 152,908 | — | 81369Y308 |
| PROSHARES TR | PSHS ULT S&P 500 | $12.1M | 179,193 | — | 74347R107 |
| ISHARES TR | TRS FLT RT BD | $10.9M | 216,130 | — | 46434V860 |
| APPLE INC | COM | $10.2M | 35,197 | — | 037833100 |
| ALPHABET INC | CAP STK CL C | $10M | 28,265 | — | 02079K107 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $9.1M | 57,207 | — | 81369Y209 |
| META PLATFORMS INC | CL A | $8.9M | 15,863 | — | 30303M102 |
| MICROSOFT CORP | COM | $8.9M | 23,811 | — | 594918104 |
| AMAZON COM INC | COM | $8.6M | 36,114 | — | 023135106 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7M | 98,564 | — | 921943858 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.1M | 106,552 | — | 92203J407 |
| NVIDIA CORPORATION | COM | $5M | 25,056 | — | 67066G104 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $4.6M | 101,541 | — | 81369Y886 |
| TESLA INC | COM | $4.5M | 10,771 | — | 88160R101 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.2M | 57,251 | — | 921937835 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.8M | 62,985 | — | 922042858 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $3M | 56,521 | — | 81369Y506 |
| ALPHABET INC | CAP STK CL A | $2.7M | 7,636 | — | 02079K305 |
| ADVANCED MICRO DEVICES INC | COM | $2.3M | 3,988 | — | 007903107 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $2.2M | 20,577 | — | 81369Y852 |
| MARVELL TECHNOLOGY INC | COM | $1.9M | 6,277 | — | 573874104 |
| ISHARES GOLD TR | ISHARES NEW | $1.8M | 23,852 | — | 464285204 |
| ETFS GOLD TR | PHYSCL GOLD SHS | $1.8M | 46,117 | — | 00326A104 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $1.7M | 30,582 | — | 003264108 |
| ADOBE INC | COM | $1.6M | 7,861 | — | 00724F101 |
| SALESFORCE INC | COM | $1.6M | 10,254 | — | 79466L302 |
| INTUITIVE SURGICAL INC | COM NEW | $1.5M | 3,736 | — | 46120E602 |
| PALANTIR TECHNOLOGIES INC | CL A | $1.4M | 12,093 | — | 69608A108 |
| SYMBOTIC INC | CLASS A COM | $1.3M | 29,219 | — | 87151X101 |
| TWILIO INC | CL A | $1.2M | 5,744 | — | 90138F102 |
| ISHARES TR | TIPS BD ETF | $1.2M | 10,921 | — | 464287176 |
| GLOBAL X FDS | RBTCS ARTFL INTE | $1.2M | 30,786 | — | 37954Y715 |
| BROADCOM INC | COM | $1.1M | 2,839 | — | 11135F101 |
| ORACLE CORP | COM | $1M | 7,098 | — | 68389X105 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $803.7K | 9,763 | — | 92206C870 |
| APPLIED MATLS INC | COM | $798.2K | 1,104 | — | 038222105 |
| SCHWAB STRATEGIC TR | US TIPS ETF | $782.7K | 29,783 | — | 808524870 |
| LAM RESEARCH CORP | COM NEW | $779.1K | 1,798 | — | 512807306 |
| ISHARES TR | CORE S&P TTL STK | $777.8K | 4,735 | — | 464287150 |
| EXXON MOBIL CORP | COM | $750.7K | 5,491 | — | 30231G102 |
| MICRON TECHNOLOGY INC | COM | $665.9K | 577 | — | 595112103 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | $660.5K | 6,892 | — | 78468R622 |
| CADENCE DESIGN SYSTEM INC | COM | $581.4K | 1,549 | — | 127387108 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $579.8K | 3,043 | — | 81369Y803 |
| JOHNSON & JOHNSON | COM | $575.8K | 2,267 | — | 478160104 |
| CHEVRON CORPORATION | COM | $569.9K | 3,438 | — | 166764100 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $562.1K | 1,177 | — | 874039100 |
| ICICI BANK LIMITED | ADR | $561.3K | 19,335 | — | 45104G104 |
| ABBVIE INC | COM | $551.3K | 2,191 | — | 00287Y109 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $548.5K | 10,292 | — | V5633W109 |
| WIPRO LTD | SPON ADR 1 SH | $547.7K | 243,411 | — | 97651M109 |
| HDFC BANK LTD | SPONSORED ADS | $538.5K | 20,847 | — | 40415F101 |
| INFOSYS LTD | SPONSORED ADR | $537.5K | 51,242 | — | 456788108 |
| DR REDDYS LABS LTD | ADR | $531.2K | 36,657 | — | 256135203 |
| 3M CO | COM | $527.7K | 3,259 | — | 88579Y101 |
| ELI LILLY & CO | COM | $526.6K | 439 | — | 532457108 |
| SYNOPSYS INC | COM | $514.8K | 1,154 | — | 871607107 |
| PROCTER & GAMBLE CO | COM | $505.5K | 3,447 | — | 742718109 |
| INTEL CORP | COM | $477.1K | 3,417 | — | 458140100 |
| LATTICE SEMICONDUCTOR CORP | COM | $459.8K | 3,006 | — | 518415104 |
| QUALCOMM INC | COM | $451.8K | 2,445 | — | 747525103 |
| VERIZON COMMUNICATIONS INC | COM | $434.7K | 10,267 | — | 92343V104 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $412.1K | 427 | — | G7997R103 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $402.3K | 804 | — | 084670702 |
| SEA LTD | SPONSORD ADS | $394.3K | 4,115 | — | 81141R100 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $392K | 12,363 | — | 808524797 |
| CISCO SYS INC | COM | $379.9K | 3,246 | — | 17275R102 |
| JPMORGAN CHASE & CO | COM | $378K | 1,160 | — | 46625H100 |
| PALO ALTO NETWORKS INC | COM | $366.6K | 1,075 | — | 697435105 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $359.1K | 4,056 | — | 922042874 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $352.4K | 3,672 | — | 01609W102 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $351.6K | 6,916 | — | 46138E362 |
| AT&T INC | COM | $349.2K | 16,868 | — | 00206R102 |
| ISHARES TR | CORE HIGH DV ETF | $341.6K | 12,463 | — | 46429B663 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $329K | 2,082 | — | 921946406 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | $325.7K | 11,969 | — | 910873405 |
| ISHARES INC | MSCI TAIWAN ETF | $323.5K | 2,979 | — | 46434G772 |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $308.9K | 7,771 | — | 35473P744 |
| ISHARES TR | MSCI CHINA ETF | $308.6K | 6,048 | — | 46429B671 |
| BAIDU INC | SPON ADR REP A | $304K | 2,660 | — | 056752108 |
| PDD HOLDINGS INC | SPONSORED ADS | $290.7K | 3,811 | — | 722304102 |
| NETEASE COM INC | SPONSORED ADS | $286.5K | 2,236 | — | 64110W102 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $286.4K | 417 | — | 922908363 |
| LINDE PLC | SHS | $282.3K | 544 | — | G54950103 |
| ISHARES INC | MSCI STH KOR ETF | $279.8K | 1,386 | — | 464286772 |
| WALMART INC | COM | $277.6K | 2,451 | — | 931142103 |
| AMPHENOL CORP | CL A | $272.4K | 1,545 | — | 032095101 |
| KT CORP | SPONSORED ADR | $270.7K | 15,665 | — | 48268K101 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | $267.8K | 7,528 | — | 35473P769 |
| TOYOTA MOTOR CORP | ADS | $265.3K | 1,575 | — | 892331307 |
| ABBOTT LABORATORIES | COM | $260.1K | 2,866 | — | 002824100 |
| MERCK & CO INC | COM | $255.6K | 1,989 | — | 58933Y105 |
| VISA INC | COM CL A | $254.9K | 743 | — | 92826C839 |
| WISDOMTREE TR | INDIA ERNGS FD | $248.9K | 5,817 | — | 97717W422 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $248.3K | 8,964 | — | 808524805 |
| CATERPILLAR INC | COM | $248.1K | 233 | — | 149123101 |
| UNITED PARCEL SVCS INC | CL B | $230.1K | 2,140 | — | 911312106 |
| ISHARES TR | CORE INTL AGGR | $222.6K | 4,436 | — | 46435G672 |
| GE AEROSPACE | COM NEW | $220.6K | 591 | — | 369604301 |
| MORGAN STANLEY | COM NEW | $212K | 1,014 | — | 617446448 |
| ASML HLDG NV | N Y REGISTRY SHS | $210.9K | 106 | — | N07059210 |
| PROSPECT CAP CORP | COM | $63.8K | 27,606 | — | 74348T102 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13